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PeopleTools 8.

44 PeopleBook:
Crystal Reports for PeopleSoft

December 2003

PeopleTools 8.44 PeopleBook:

Crystal Reports for PeopleSoft
SKU PT844CYR-B 1203
Copyright 1988-2003 PeopleSoft, Inc. All rights reserved.
All material contained in this documentation is proprietary and confidential to PeopleSoft, Inc. ("PeopleSoft"), protected by copyright laws and subject
to the nondisclosure provisions of the applicable PeopleSoft agreement. No part of this documentation may be reproduced, stored in a retrieval system,
or transmitted in any form or by any means, including, but not limited to, electronic, graphic, mechanical, photocopying, recording, or otherwise without
the prior written permission of PeopleSoft.
This documentation is subject to change without notice, and PeopleSoft does not warrant that the material contained in this documentation is free of
errors. Any errors found in this document should be reported to PeopleSoft in writing.
The copyrighted softw are that accompanies this document is licensed for use only in strict accordance with the applicable license agreement which should
be read carefully as it governs the terms of use of the software and this document, including the disclosure thereof.
PeopleSoft, PeopleTools, PS/nVision, PeopleCode, PeopleBooks, PeopleTalk, and Vantive are registered trademarks, and Pure Internet Architecture,
Intelligent Context Manager, and The Real-Time Enterprise are trademarks of PeopleSoft, Inc. All other company and product names may be trademarks
of their respective owners. The information contained herein is subject to change without notice.

Open Source Disclosure

PeopleSoft takes no responsibility for its use or distribution of any open source or shareware software or documentation and disclaims any and all liability
or damages resulting from use of said software or documentation. The following open source software may be used in PeopleSoft products and the
disclaimers are provided.
Apache Software Foundation
This product includes software developed by the Apache Software Foundation (h ttp :/ /ww w.a p ac h e .o rg /). Copyright (c) 1999-2000 The Apache Software
Foundation. All rights reserved.
Copyright (c) 1998-2003 The OpenSSL Project. All rights reserved.
Copyright (c) 1995-1998 Eric Young. All rights reserved.
Loki Library
Copyright (c) 2001 by Andrei Alexandrescu. This code accompanies the book:
Alexandrescu, Andrei. "Modern C++ Design: Generic Programming and Design Patterns Applied". Copyright (c) 2001. Addison-Wesley. Permission to
use, copy, modify, distribute and sell this software for any purpose is hereby granted without fee, provided that the above copyright notice appear in all
and that both that copyright notice and this permission notice appear in supporting documentation.


General Preface
About These PeopleBooks............ . . ............. . . .......... . . ............. . . ............ . . .... . . .. . .
. .. . .v PeopleSoft Application Prerequisites. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
. . . . . . . . .v PeopleSoft Application Fundamentals. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
. . . . . . . . . .v Related Documentation. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
. . . . . . . . . . . . . . . . . .vi Obtaining Documentation Updates. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
. . . . . . . . . . . . . . . .vi Ordering Printed Documentation. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
. . . . . . . . . . . . . . . . .vi Typographical Conventions and Visual
Cues. . .. . . .. . . .. . . .. . . .. . . .. . . .. . . .. . . .. . . .. . . .. . . .. . . .. . . . . . . . . . . . . .... ... .vii Typographical Conventions. . . . .
. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .. .... ... .vii Visual Cues. . . . . . . . . . . . . . . . . . . . . . .
. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .viii Comments and Suggestions.
. . . . . . . . .. . . .. . . .. . . .. . . .. . ... . . .. . . .. . . .. . . .. . . .. . . .. . . .. . . .. . . .. . . .. . . . . . . . . . . . . . . . . . . . .ix Common Elements in
These PeopleBooks . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .ix

Crystal Reports for PeopleSoft Preface. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
. . . . . . . . . . . . .xi
Crystal Reports for PeopleSoft. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

Chapter 1
Using Crystal Reports.. .... ... .... .... ... .... .... ... .... ... .... .... ... .... ... .... .... ... .... .... ... . .
... .. ... .1
Understanding Crystal Reports For PeopleSoft. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . ... .. ... .
Understanding Crystal Compatibility Issues. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . ... .. ...
Configuring Crystal Reports. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . ... .. ... .
Specifying Crystal/Business Interlink Options. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .. ... .. ...
Specifying the Path for Production Crystal Reports. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .. ... .. ... .
Running Client Setup. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .. ... .. ...
Logging into a PeopleSoft Database. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .. ... .. ... .
PeopleSoft Proprietary and Confidential


Working with Multiple Languages. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . ... .. ... .

Understanding Data Returned by the Report. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .. ... .. ... .

Understanding Report Layout and Boilerplate Text. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .. ... .. ...

Understanding Crystal Reports Designer/Runtime Language Versions. . . . . . . . . . . . . . . . . . . . . . . . . . . . .. ... .. ... .6
Understanding the Language Parameter for PSCRRUN.EXE. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .. ... .. ... .

Understanding the Customization of Crystal Reports for Multilingual Environments. . . . . . . . . . . . . .. ... ..

... .8
Understanding the Process of Searching for Translated Reports. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .. ... .. ... .

PeopleSoft Proprietary and Confidential

Creating and Formatting Crystal Reports. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .. .. ... ..

Common Elements Used in This Section. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . ... .. ... ..

Creating Crystal Reports. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

Formatting Crystal Reports. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .12
Adding Subreports. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

Printing Reports. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .. . . . . . . .

Modifying Crystal Reports Defaults. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .. . . . . . . .

Running Crystal Reports. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

Running Crystal Reports From PeopleSoft Process Scheduler. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .. . . . . . . .

Running Standard Reports From Within Crystal Reports . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

Launching Crystal Reports With PeopleSoft Query. . . .. . . . . . .. . . . . . .. . . . . . . .. . . . . . .. . . . . . . . . . . . . . . . . . . . . . . . . . .16

Appendix A
Using PeopleTools RPT Conversion Utility.... .... .... .... .... .... ..... .... .... .... .... .... .... . . . . .
. . .21
Converting RPT Files. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Repairing RPT Files. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

Glossary of PeopleSoft Terms... .... .... . .... ..... .... ..... ..... .... .... . .... ..... .... ..... .... .... .
..... ..25

Index . . .... . .... .... ..... .... .... ..... .... .... .... . .... ..... .... .... .... . .... .... ..... .... .... ..... .... ....
..... ..41

About These PeopleBooks

PeopleBooks provide you with the information that you need to implement and use PeopleSoft applications.
This preface discusses:
PeopleSoft application prerequisites.
PeopleSoft application fundamentals.
Related documentation.
Typographical elements and visual cues.
Comments and suggestions.
Common elements in PeopleBooks.
Note. PeopleBooks document only page elements that require additional explanation. If a page element
is not documented with the process or task in which it is used, then either it requires no additional
explanation or it is documented with common elements for the section, chapter, PeopleBook, or product
line. Elements that are common to all PeopleSoft applications are defined in this preface.

PeopleSoft Application Prerequisites

To benefit fully from the information that is covered in these books, you should have a basic
understanding of how to use PeopleSoft applications.
See Using PeopleSoft Applications.
You might also want to complete at least one PeopleSoft introductory training course.
You should be familiar with navigating the system and adding, updating, and deleting information by
using PeopleSoft windows, menus, and pages. You should also be comfortable using the World Wide
Web and the Microsoft Windows or Windows NT graphical user interface.
These books do not review navigation and other basics. They present the information that you need
to use the system and implement your PeopleSoft applications most effectively.

PeopleSoft Application Fundamentals

Each application PeopleBook provides implementation and processing information for your PeopleSoft
database. However, additional, essential information describing the setup and design of your system
appears in a companion volume of documentation called the application fundamentals PeopleBook.
Each PeopleSoft product line has its own version of this documentation.

PeopleSoft Proprietary and Confidential

The application fundamentals PeopleBook consists of important topics that apply to many or all
PeopleSoft applications across a product line. Whether you are implementing a single application,
some combination of applications within the product line, or the entire product line, you should
be familiar with the contents of this central PeopleBook. It is the starting point for fundamentals,
such as setting up control tables and administering security.

Related Documentation
This section discusses how to:
Obtain documentation updates.
Order printed documentation.

Obtaining Documentation Updates

You can find updates and additional documentation for this release, as well as previous releases,
on the PeopleSoft Customer Connection Website. Through the Documentation section of
PeopleSoft Customer Connection, you can download files to add to your PeopleBook Library.
Youll find a variety of useful and timely materials, including updates to the full PeopleSoft
documentation that is delivered on your PeopleBooks CD-ROM.
Important! Before you upgrade, you must check PeopleSoft Customer Connection for updates to the
upgrade instructions. PeopleSoft continually posts updates as the upgrade process is refined.

See Also
PeopleSoft Customer Connection Website, sp

Ordering Printed Documentation

You can order printed, bound volumes of the complete PeopleSoft documentation that is delivered
on your PeopleBooks CD-ROM. PeopleSoft makes printed documentation available for each
major release shortly after the software is shipped. Customers and partners can order printed
PeopleSoft documentation by using any of these methods:

From the Documentation section of the PeopleSoft Customer Connection Website, access the PeopleSoft
Press Website under the Ordering PeopleBooks topic. The PeopleSoft Press Website is a joint venture
between PeopleSoft and Consolidated Publications Incorporated (CPI), the book print vendor. Use a
credit card, money order, cashiers check, or purchase order to place your order.

General Preface

Contact CPI at 800 888 3559.

Send email to CPI at psoftpress@cc

See Also
PeopleSoft Customer Connection Website,

Typographical Conventions and Visual Cues

This section discusses:
Typographical conventions.
Visual cues.

Typographical Conventions
The following table contains the typographical conventions that are used in PeopleBooks:
Typographical Convention or Visual Cue



Indicates PeopleCode function names, method names,

language constructs, and PeopleCode reserved words that
must be included literally in the function call.


Indicates field values, emphasis, and PeopleSoft or other

book-length publication titles. In PeopleCode syntax,
italic items are placeholders for arguments that your
program must supply.
We also use italics when we refer to words as words or
letters as letters, as in the following: Enter the number 0,
not the letter O.


Indicates a key combination action. For example, a plus

sign (+) between keys means that you must hold down
the first key while you press the second key. For ALT+W,
hold down the ALT key while you press W.

Monospace font

Indicates a PeopleCode program or other code example.

(quotation marks)

Indicate chapter titles in cross-references and words that

are used differently from their intended meanings.

PeopleSoft Proprietary and Confidential

Typographical Convention or Visual Cue


. . . (ellipses)

Indicate that the preceding item or series can be repeated

any number of times in PeopleCode syntax.

{ } (curly braces)

Indicate a choice between two options in PeopleCode

syntax. Options are separated by a pipe ( | ).

[ ] (square brackets)

Indicate optional items in PeopleCode syntax.

& (ampersand)

When placed before a parameter in PeopleCode syntax,

an ampersand indicates that the parameter is an already
instantiated object.
Ampersands also precede all PeopleCode variables.


Information that applies to a specific country, to the U.S.

federal government, or to the education and government
market, is preceded by a three-letter code in parentheses.
The code for the U.S. federal government is USF;
the code for education and government is E&G, and
the country codes from the International Standards
Organization are used for specific countries. Here is an
(GER) If youre administering German employees,
German law requires you to indicate special nationality
and citizenship information for German workers using
nationality codes established by the German DEUEV


PeopleBooks provide cross-references either below

the heading See Also or on a separate line preceded
by the word See. Cross-references lead to other
documentation that is pertinent to the immediately
preceding documentation.

Visual Cues
PeopleBooks contain the following visual cues.

Notes indicate information that you should pay particular attention to as you work with the PeopleSoft system.
Note. Example of a note.
A note that is preceded by Important! is crucial and includes information that concerns
what you must do for the system to function properly.

Important! Example of an important note.

Warnings indicate crucial configuration considerations. Pay close attention to warning messages.
Warning! Example of a warning.

Comments and Suggestions

Your comments are important to us. We encourage you to tell us what you like, or what
you would like to see changed about PeopleBooks and other PeopleSoft reference and
training materials. Please send your suggestions to:
PeopleSoft Product Documentation Manager PeopleSoft, Inc. 4460 Hacienda Drive Pleasanton, CA 94588
Or send email comments to
While we cannot guarantee to answer every email message, we will pay careful attention
to your comments and suggestions.

Common Elements in These PeopleBooks

As of Date

The last date for which a report or process includes data.

Business Unit

An ID that represents a high-level organization of business information.

You can use a business unit to define regional or departmental
units within a larger organization.


Enter up to 30 characters of text.

Effective Date

The date on which a table row becomes effective; the date that an action
begins. For example, to close out a ledger on June 30, the effective date
for the ledger closing would be July 1. This date also determines when
you can view and change the information. Pages or panels and batch
processes that use the information use the current row.
Select Once to run the request the next time the batch process runs. After the
batch process runs, the process frequency is automatically set to Dont Run.

Once, Always, and Dont


Select Always to run the request every time the batch process runs.
Select Dont Run to ignore the request when the batch process runs.

Report Manager

PeopleSoft Proprietary and Confidential

Click to access the Report List page, where you can view report content,
check the status of a report, and see content detail messages (which show
you a description of the report and the distribution list).

Process Monitor

Click to access the Process List page, where you can view the
status of submitted process requests.


Click to access the Process Scheduler request page, where you can specify the
location where a process or job runs and the process output format.

Request ID

An ID that represents a set of selection criteria for a report or process.

User ID

An ID that represents the person who generates a transaction.


An ID that represents a set of control table information, or TableSets.

TableSets enable you to share control table information and processing options
among business units. The goal is to minimize redundant data and system
maintenance tasks. When you assign a setID to a record group in a business
unit, you indicate that all of the tables in the record group are shared between
that business unit and any other business unit that also assigns that setID to
that record group. For example, you can define a group of common job codes
that are shared between several business units. Each business unit that shares
the job codes is assigned the same setID for that record group.

Short Description

Enter up to 15 characters of text.

See Also
Using PeopleSoft Applications
PeopleSoft Process Scheduler

Crystal Reports for PeopleSoft Preface

This preface provides a general overview of the contents discussed in Crystal Reports for PeopleSoft.

Crystal Reports for PeopleSoft

Crystal Reports for PeopleSoft from Crystal Decisions helps you generate clear and easy-to-read
printed reports containing data from your PeopleSoft applications. You can generate standard reports
already created and saved in Crystal, or create your own custom reports.

PeopleSoft Proprietary and Confidential




Using Crystal Reports

This chapter provides an overview of Crystal Reports, provides information about
compatibility issues and describes how to:
Configure Crystal Reports.
Work with multiple languages.
Create and format Crystal reports.
Run Crystal reports.
Note. Crystal Reports has many more features than are described in this chapter. See your
Crystal Decisions Crystal Reports documentation for information.

Understanding Crystal Reports For PeopleSoft

Crystal Reports from Crystal Decisions helps you generate clear and easy-to-read printed reports
containing data from your PeopleSoft applications. You can generate standard reports already
created and saved in Crystal, or create your own custom reports.
Generating formatted output in Crystal involves two steps. First you create and save queries in
PeopleSoft Query, and then you create report definitions in Crystal to format the fields (columns)
used in the queries. Once you have created and saved the report definitions, you can print reports
that are easy to read and understand. You can generate reports in a variety of different formats,
including text files, Microsoft Word documents, and spreadsheets.
Crystal report definitions do not usually contain actual data from your database, so each time you
use the reports, PeopleSoft Query retrieves the most recent data from your database. This
ensures that your printed reports always contain up-to-date information. However, if you want to
track changes over time, you can choose to save data with a report.
Crystal reports in PeopleTools are language-sensitive.
See Chapter 1, Using Crystal Reports, Working w ith Multiple Languages, page 5.

See Also
Crystal Decisions Crystal Reports documentation

PeopleSoft Proprietary and Confidential

Using Crystal Reports

Chapter 1

Understanding Crystal Compatibility Issues

Please be aware of the following compatibility issues when working concurrently with the
Crystal Reports for PeopleSoft application and PeopleTools:
Crystal 9 can run any report saved in the 8.5 format. When you run a version 8.5 report in the Crystal
9 application or through the PeopleSoft Process Scheduler, the Crystal Reports application runs the
Verify Database function, which picks up any errors in the report such as missing fields. In such a
case you will need to fix the report before you can successfully run the report again.
When you run reports using the PeopleTools 8.44 Process Scheduler in PIA, they will be created
in the Crystal 9 .rpt format. As a result, you will not be able to open these .rpt files using Crystal
8.5. You may use Crystal 8.5 report templates to generate reports, however PeopleSoft recommends
converting the reports using the PeopleSoft report converter to ensure compatibility.
If you are using the Process Scheduler Server, you do not have to install Crystal 9. All files required
by the Process Scheduler server to run existing Crystal reports will be installed automatically
by the Process Scheduler server. There are no additional files to install. If you are developing
reports using Crystal, you will need to install the Crystal development tools. You should not
install Crystal 8.5 on the same machine as the Process Scheduler.
When exporting a query from PeopleSoft Query to Crystal or launching the report converter with a version
of the Crystal print engine that is earlier than version 9, you will receive the following message: Wrong
version of CRPE32.DLL found. Please perform a Workstation Installation from the Configuration Manager.

Configuring Crystal Reports

This section describes how to set Crystal Reports options in PeopleSoft Configuration Manager, including:
Specify Crystal/Business Interlink options.
Specify the path for production Crystal reports.
Run Client Setup.
Log in to a PeopleSoft Database.
Select Start, Programs, PeopleTools 8.4, Configuration Manager to access PeopleTools Configuration Manager.

Specifying Crystal/Business Interlink Options

Use the Crystal/Bus. Interlink page to specify the locations of Crystal Reports executables and default
location for Crystal Reports generated via PeopleSoft Query; the latter must be a directory to which the
user has write access. This tab also specifies the location of Business Interlink drivers.
Crystal EXEs Path

If you have Crystal installed locally on the workstation, the Crystal

EXEs Path will be populated automatically. But, if you have Crystal
installed on a network drive, then the Crystal EXEs Path parameter
should be set to reflect the location of the Crystal Reports executables.
For example: n:\hr800\bin\client\winx86\crystal

ystal Report

Since you can create customized reports with Crystal, the Default
Crystal Reports option allows you to specify the default location
of such reports. If this option does not apply to your sites Crystal
implementation, you can disregard this parameter.
Note. When creating a Crystal report from PeopleSoft Query, and this
path is invalid, an error message will be displayed. If a path is not
specified, PeopleSoft Query tries to write the file to the your language
directory beneath the CRWRPTPATH directory.
Use trace during execution

When selected, Crystal will write the trace statements to a log file you specify
in Trace File field. This file is written to the workstations %TEMP% directory.
Note. When tracing Crystal reports through the Process Scheduler, edit the
setting in the configuration file: change Trace=YES in the Crystal section
of $PSHOME/appserv/prcs/{dbname}/psprcs.cfg. Specify TraceFile in
the Crystal section. Full path and file name is required.

Specifying the Path for Production Crystal Reports

Select Profile, select a profile to edit, then select the Process Scheduler tab.

Configuration Manager - Process Scheduler Settings

In the Crystal Reports [CRWRPTPATH] field, enter the path to where your Crystal production reports are stored.
Note. CRWRPTPATH is a read-only directory intended to hold production reports.

See Also
Chapter 1, Using Crystal Reports, Understanding the Customization of Crystal Reports
for Multilingual Environments, page 8
Chapter 1, Using Crystal Reports, Understanding the Process of Searching for Translated Reports, page 8

Running Client Setup

As part of the PeopleSoft installation process the workstations need to be configured to run successfully
with your PeopleSoft system. The Client Setup tab is where you select many of the options that will affect
workstations as well as invoke the Client Setup process. For example, on this tab you choose which
shortcuts will appear on a workstation desktop. Keep in mind that this is not the only tab that contains
essential values for the PeopleSoft workstation. You should also make sure that all of the tabs reflect the
correct values for your site, especially the Process Scheduler tab for the Default profile.
The Client Setup tab does the following:
Installs a PeopleSoft program group on the workstation.
Set up a system data source name (DSN) using the server and database name information from the Startup tab.
Installs the PeopleSoft ODBC driver required for Open Query and Crystal Reports.
Note. You can run two copies of the same version of PeopleTools on the same machine; however,
we only support one version of the PeopleSoft ODBC driver on the same machine. This means
you cannot have PeopleTools 7.5 and PeopleTools 8 on the same machine and expect Crystal
Reports to work with both PeopleTools builds. For instance, you cannot get PeopleTools 7.5
Crystal Reports to work with the PeopleTools 8.x PS ODBC driver.
Installs Crystal Reports runtime DLLs on the workstation.
Configures a PeopleSoft ODBC data source name.
These Client Setup functions are performed when you click OK or Apply on Configuration Manager
only if the Install Workstation check box on the Client Setup tab is selected.
Note. Any files installed by Client Setup on the workstation from the file server, including
ODBC driver files, use the paths specified in the default profile.
To run Client Setup:
1. Select the Client Setup tab.
2. In the Group Title text box enter the name of the program group for the icons
you want on the client workstation.
You can call the program group anything you want, but we will refer to it by its default name,PeopleSoft 8.4.
3. Select check boxes to create shortcut links for any PeopleSoft applications that you
wish to access from the workstation.

When you run Client Setup, it will uninstall any existing shortcuts in the PeopleSoft 8 program
group, and install shortcuts for the applications you have selected. If you subsequently want
to install or uninstall shortcuts, you can always re-run Client Setup.
4. Select the Install PeopleSoft ODBC Driver check box if you wish to install the PeopleSoft ODBC driver
and set up a user ODBC data source name required by PeopleSoft Open Query and by Crystal Reports.
5. Select the Install Workstation check box.
This check box determines whether Client Setup runs when you click Apply or OK in Configuration
Manager. If this box is not selected, Client Setup will create or update settings in the registry, but
it will not set up the PeopleSoft 8 program group, or install local DLLs.
6. Click Apply to run Client Setup and apply the other Configuration Manager settings.
You can click ODBC Administrator to directly access the Microsoft ODBC Administrator
to verify the installation and configuration of the ODBC DSN.
If you install the ODBC Driver Manager 3.5, reboot the workstation after running Client Setup.
7. To view a list of the files installed and actions taken by Client Setup, you can open
the psinstal.log file in your TEMP directory.

Logging into a PeopleSoft Database

You must log in to a PeopleSoft database before you can generate a PeopleSoft report from Crystal Reports.
When you open Crystal Reports and create a new report, Crystal prompts you to log into a PeopleSoft database
using Crystals login dialog. When you run a pre-existing report, you log into a PeopleSoft database using
PeopleSofts login dialog. After successfully logging in to a database, you have full reporting flexibility.

Working with Multiple Languages

This section discusses how to:
Understand data returned by the report.
Understand report layout and boilerplate text.
Understand Crystal Reports Designer/Runtime language versions.
Understand the language parameter for PSCRRUN.EXE
Understand the customization of Crystal Reports for multilingual environments
Understanding the process of searching for translated reports

Understanding Data Returned by the Report

Data returned by Crystal Reports is fetched from the database using PeopleSoft Query, and
therefore is already language-sensitive due to the automatic joining to related language tables that
PeopleSoft Query performs. No special logic is required to ensure that appropriate descriptions
from related language tables are returned in Crystal Report output.

Understanding Report Layout and Boilerplate Text

The Crystal Reports .RPT file contains the layout of the report and any text that is hard-coded into
the layout such as column headings, headers and footers. Since Crystal Reports does not provide
any ability to maintain multiple translations of this boilerplate text in a single RPT file, you must
maintain separate copies of the report layout for each language.
On the file and report servers, PeopleTools maintains separate directories within the <PS_HOME>\CRW
directory that correspond to the language codes that are available for your PeopleSoft implementation. Each
directory contains the appropriate report in the specified language, if the report has been translated. Based on
the users preferred language, PeopleTools tries to find the directory that corresponds to the users language
preference and reads the report from there. If the system cannot find the report in the directory that corresponds
to the users language code, then it goes back to the base language directory <PS_HOME>\CRW and uses the
report that it finds there. Finally, if the report is not found in the directory corresponding to the users current
language or in the base directory, the copy of the report in the <PS_HOME>\CRW\ENG directory is used.

Understanding Crystal Reports Designer/Runtime

Language Versions
The Crystal Reports product is available in several different language editions. PeopleSoft ships the
appropriate edition of Crystal Reports based on the languages you license from PeopleSoft. Each language
version of Crystal Reports is functionally identical, the primary difference being the language of the Crystal
Reports designer user interface. You do not need to match the language of the Crystal Reports design
or runtime engine to the language of the report you are creating unless you are using Crystals ToWords
function. This limitation can be overcome by using the PSToWords or PSToWordsLoc functions.

Using PSToWords and PSToWordsLoc

PSToWords and PSToWordsLoc are similar to Crystals ToWords function in that they convert a numerical
amount into a textual representation of that amount, such as required on checks. But unlike ToWords, these
functions are independent of the installed language of Crystal Reports Designer. After configuring the location
of the supporting dlls, these functions appear in Crystals Function Editor as new Additional Functions.

Configuring Crystal Reports Designer to Use PSToWords

PSToWords and PSToWordsLoc functionality is contained in three files called psicuuc22.dll, psicudt22l.dll,
and psicuin22.dll, which are located in your PS_HOME\bin\client\winx86 directory. To use these functions
in Crystal Reports Designer, you will need to either add the location of these DLL files to your PATH
environment variable so that Crystal Reports can find and load them, or else copy them to your local
directory where crw32.exe is installed, by default C:\Program Files\Crystal Decisions\Crystal Reports 9. For
Process Scheduler to use these functions in a scheduled report, it is not necessary to configure anything,
since PS_HOME\bin\client\winx86 is the current directory for the Process Scheduler.
PSToWords or PSToWordsLoc can be typed directly in the Function Editor, or chosen from the list of
Additional Functions in the Function Editor of the Crystal Reports 9 Designer. To check if the dlls are loaded
in Crystal Designer, navigate to Help...About...More Info, and check that the three psicu files are listed.

The syntax for for PSToWords is PSToWords(number,places) where number is a
numeric amount and places is the number of decimal places or precision to print. For
instance, PSToWords(12.345,2) prints twelve and 35 / 100.

The syntax for PSToWordsLoc is PSToWordsLoc(locale,number,places) where the locale

parameter specifies an ISO language or locale code. For examples of ISO locales used in PeopleSoft, see the
cross references below. For instance, PSToWordsLoc("es",12.345,2) prints doce y 35 / 100.
See PeopleTools 8.44 PeopleBook: Global Technology, Adding New Languages, Determining
PeopleSoft and ISO Codes for Your Language.
See PeopleTools 8.44 PeopleBook: Global Technology, Controlling International Preferences,
Using Browser Language Settings to Determine the Sign-in Language.

Converting Entities to Characters

Crystal Reports 9 is Unicode-enabled, except in API function calls. To work around this limitation,
PSToWords and PSToWordsLoc return any non-USASCII characters as HTML decimal entities.
To convert these entities to Unicode characters, you will need to include a report custom function
in your RPT file. In Crystal Reports Designer Formula Workshop, create a new Report Custom
Function called PSToUChar and paste in the following code:
Function (StringVar instring)
local StringVar outstring := "";
local NumberVar i;
local StringVar curtoken;
local NumberVar toklen;
local StringVar widechar;
//Convert Entities to ChrW
for i := 1 to (Length(instring))


curtoken := mid(instring,i,2);
toklen := instr(i+2,instring,";")-(i+2);
if curtoken = "&#" then widechar := chrw(val(mid(instring,i+2,toklen)));
if curtoken = "&#" then outstring := outstring + widechar;
if curtoken = "&#" then i:=i+toklen+2;
if curtoken <> "&#" then outstring := outstring + mid(instring,i,1);

A report-defined function enables you to define a function to be saved within the RPT
file. The syntax for this function is PSToUChar(PSToWords(number,places)) or

The largest number converted to words is 999,999,999.999 for most languages. Numbers
higher than that amount, or where the encoded string of words would exceed 254 bytes,
will be displayed in digits rather than in words.

Since Thai words for numbers often exceed the 254 byte limit when encoded as entities, the special locale
x-th can be used instead of th to return the Thai characters without encoding them as entities. This allows
for a longer string to be processed but requires a server with a system default locale set to Thai. The syntax
for Thai processed in this fashion would be ToWordsLoc("x-th",number,places).

Understanding the Language Parameter for PSCRRUN.EXE

PeopleSoft Process Scheduler uses the PSCRRUN.EXE process to execute Crystal Reports. The processs
language code parameter specifies the language directory that PSCRRUN.EXE uses to fully qualify the
report path. Unlike Structure Query Reports (SQRs), PSCRRUN.EXE searches for a separate Crystal
Report file for each translation of the report. The language directory parameters are needed because each
language-specific report is stored in a separate language directory. If the report is not found in the language
that is specified by the parameter, PSCRRUN.EXE looks in the default, base-language directory.
Typically, the language parameter is passed to PSCRRUN.EXE from the run control
that is associated with your Crystal Report.

See Also
PeopleTools 8.44 PeopleBook: PeopleSoft Process Scheduler

Understanding the Customization of Crystal Reports

for Multilingual Environments
The PeopleSoft system allows you to use a single Crystal Report server for all languages.
The following features support this ability:
Unicode Support
Crystal Reports for PeopleSoft 9 supports Unicode.
Locale Formatting
Locale formatting is based on the user personalizations of the user scheduling the report and is not based
on the formatting set on the report server. If you do not want locale formatting to be based on the user
personalizations of the user scheduling the report (for example, if the user wants to preserve the date or
time formatting hard coded in the report file) use the -LX0 parameter to disable locale processing.
ToWords Function
The ToWords function (used in printing checks) is supplemented by PSToWords, which can support any
PeopleSoft language instead of just the language of the installed version of Crystal Reports.

See Also
Chapter 1, Using Crystal Reports, Understanding Crystal Reports Designer
/Runtime Language Versions, page 6

Understanding the Process of Searching for Translated Reports

In order to call up translated production reports which are in the correct language, the Crystal Reports
for PeopleSoft application performs the following, in the following order:

If you have defined a path using the RP parameter of the command line and you have provided a
report name that includes the .rpt extension, the Crystal Reports for PeopleSoft application selects
the report if the report exists. If the report does not exist, the search for the report fails.
If you have not defined a path using the RP parameter of the command line, or if you have defined a path
using the RP parameter of the command line but you have not included the full report name with .rpt
extension in the -RP parameter, the Crystal Reports for PeopleSoft application appends the language code as
defined by the LG parameter of the command line to the path set in the -RP parameter and searches for
the report. If the report does not exist, the application appends the language code which uses the preferred
language as specified on the users machine to the path set in the -RP parameter and searches for the report.
If the report still does not exist, the application appends the language code which uses the base language as
defined for the PeopleSoft system to the path set in the -RP parameter and searches for the report. If the
report still does not exist, the application searches for the report using the path set in the -RP parameter.
If you have not defined a path using the RP parameter of the command line, the Crystal Reports for
PeopleSoft application appends the language code (as defined by the LG parameter of the command line) to
the path set in the CRWRPTPATH directory and searches for the report. If the report does not exist, the
application appends the language code which is the preferred language as specified on the users machine
to the path set in the CRWRPTPATH directory and searches for the report. If the report still does not
exist, the application appends the language code which is the base language as defined for the PeopleSoft
system to the path set in the CRWRPTPATH directory and searches for the report. If the report still does
not exist, the application searches for the report using the path set in the CRWRPTPATH directory.

See Also
Chapter 1, Using Crystal Reports, Specifying the Path for Production Crystal Reports, page 3
PeopleTools 8.44 PeopleBook: PeopleSoft Process Scheduler, Defining PeopleSoft
Process Scheduler Support Information

Creating and Formatting Crystal Reports

This section describes how to:
Create reports.
Format reports.
Print reports.
Modify Crystal Reports defaults.

Common Elements Used in This Section

Click the Refresh button to refresh your data with any recent changes.
Click the Save button to save your report to disk.

Click the Print Preview button to see your report as it will

appear when you print it.
Click the Print button to print your report.

Creating Crystal Reports

To create a new report using Crystal:
1. Select Start, Programs, Crystal Reports 9 to display the Crystal Reports window.
2. From the Crystal Reports window, click the New Report button or select File, New.
The Crystal Reports Gallery dialog box appears.
3. Click the Using the Report Wizard radio button to guide you through the creation of a typical report.
4. Click the OK button.
5. Click the OK button.
6. Click the +sign to the left of the Create New Connection folder to display its contents.
7. Click the +sign to the left of the ODBC (RDO) folder to display its contents.
The ODBC (RDO) dialog box appears.
8. Select PeopleSoft PeopleTools as the data source name.
Note. When logging into 2tier, make sure that the Server Name and other 3tier fields
are not populated in the PeopleSoft PeopleTools DSN. These will be picked up as defaults
for the connection information if they are entered.
9. Click Next.
The ODBC (RDO) Connection Information dialog box appears. PeopleSoft
PeopleTools appears in the Server field.
10. Enter the userID in the User ID field.
Note. When logging into 2tier for Sybase and Informix, enter the appropriate
string using the following convention:
<user name>;SERVER=<DB Server name>
The following is an example string using this convention:
11. Enter the password in the Password field.
12. Perform one of the following to enter the appropriate string into the Database field:

To log into 2tier, enter the appropriate string using the following convention:
<DB Type>/<DB Name>
The following is an example string using this convention:
Note. By default, the database name is drawn from DSN information as specified in
the ODBC Data Source Administrator for Microsoft Windows. You can change the
database name and configuration in this control panel.

Note. Use the following keywords when entering the database type (DB Type) for your platform:
DB2 UDB for OS/390 DB Type = DB2ODBC
DB2 UDB for Unix NT DB Type = DB2UNIX
Informix DB Type = INFORMIX
Microsoft SQL Server DB Type = MICROSFT
Oracle DB Type = ORACLE
Sybase DB Type = SYBASE
To log into 3tier, enter the appropriate string using the following convention:
<machine name>:<port number>/<DB Type>/<DB Name>
The following is an example string using this convention:
13. Scroll down to the PeopleSoft PeopleTools folder and click its + sign to display a query,
then click the + sign to display a list of queries.
The list contains all the queries from which you can create a report.
14. Highlight a query from the list and click the > button.
The query you selected appears in the Selected Tables group box, indicating that it has been added.
15. You can select additional queries if necessary. When you have completed your selections,
click the Next button to navigate to the Fields tab.
16. Select all the fields that you want to appear on your report.
Highlight one or more fields and click the > button, or click the >> button to add all the fields from the query.
When fields have been added, the <, <<, Next and Finish buttons become active.
17. (Optional). Click the Next button and select from the following dialog boxes:
Grouping: Sort records by their values on the Group By fields.
Record Selection: Select a subset of information. The data can be filtered so that
only a subset appears on the report.
Template: Select a template for the report.

18. Click Finish and click on the Design tab or Preview tab to format your report.

Formatting Crystal Reports

To format a new report using Crystal Reports:
1. Click the Design tab.
2. Enter the appropriate values:
Report Header: Enter the title of the report and other information you want to
appear at the top of the first page.
Page Header: Enter or modify the column headings and other identifying information
you want displayed at the top of each page.
Details: This is main section of the report, where the rows of data from your database will appear.
Report Footer: Enter information you would like in the footer of the report. You can
include a summary on the last page of your report.
Page Footer: Enter a page number or other information you want to appear at the bottom of the page.
3. Click the Preview tab to preview your report.
The page orientation defaults to portrait or landscape according to the number and width of
the columns in your query. If the query columns will not fit in landscape, Crystal displays as
many columns as fit on the page and does not display the others.
You can make any adjustments to the formatting, such as resizing headings, from within the print
preview window. For example, if the report title is not centered properly, you can move it. You
can click the Design folder tab button to return to the report template.
4. Click the Refresh button to refresh your data after making changes.
5. Click the Save button to save your report.
See Crystal Decisions Crystal Reports documentation

Adding Subreports
A subreport is a report within a report. It has all of the characteristics of a report except that it can
not itself include a subreport. Subreports can be free-standing, or they can be linked to the data in the
primary report. Crystal Reports enables you to insert as many subreports as you wish.

Linking a Subreport to the Main Report

When you insert a sub-report, Crystal will automatically create a parameter field to link the subreport
to the main report. This is called an Implicit Link situation. Depending on the needs required for
the subreport, you may need to change this parameter. For instance, you may want the main report to
pass in a summary value that can be used in calculations by the subreport, or you may want the main
report to pass in the title of the subreport. When you link a field in the main report to a parameter
field that you have created in the subreport, it is called an Explicit Link situation.
To change the subreport link:
1. Right-click on the subreport on the Design tab.

2. Select Change Subreport Links.

The Subreport Links dialog box appears.
3. Scroll to select the container report field(s) to link to.
4. Select the OK button to save your change.
See Crystal Decisions Crystal Reports documentation

Printing Reports
After saving the file, you can print the report by clicking the Print button or selecting File, Print, Printer. As
with many Microsoft Windows applications, you can choose to print the entire report or only a few pages,
specify the number of copies to print, and indicate whether you want the copies collated.
Note. To run your report directly from PeopleSoft Query, the query and report names must match in
order to use the formatting you have just created in Crystal Reports every time you print the report. If
you always update and print the report from within Crystal Reports, it does not matter.

Note. If you print reports using the PeopleSoft Process Scheduler, you must define the
appropriate paper size in the Crystal process type definition.
See PeopleTools 8.44 PeopleBook: PeopleSoft Process Scheduler, Defining PeopleSoft Process
Scheduler Support Information, Entering Global Definitions for Processes.
To print HTML reports from Crystal, open the appropriate HTML file and print it from the browser. Crystal
uses the default page setting to print the report. Sometimes, this will result in the right side of the report
being cut off when it is sent to the printer, even though it appears in the Crystal Report viewer.
To change your default page settings to print HTML reports:
1. Select File, Page Setup.
2. Change the left and right margin settings to create smaller margins.
For example, you can enter 0.15 for both margins, to ensure that the entire report prints correctly.

Modifying Crystal Reports Defaults

You can set a number of different options in Crystal Reports.
Note. If you modify a query to include additional fields, you will need to modify the report
definition in Crystal to include the new fields in your report. To modify the definition,
select Database, Verify Database in Crystal Reports.

Changing Crystal Default Column Headings and Report Titles

To edit column headings:
1. In the Page Header section, highlight the heading you want to change, then either
double-click the text object or select Edit, Edit Text.

A ruler appears above the text object, and a hatched box appears around the text. The Crystal text
formatting features (such as font, bold, italics, and so on) are available in this mode.
2. Edit the column heading text, then click a blank area of the report to deselect the text object.
The system displays the new column heading in the display window.
Note. You can make the column headings as long as you like. However, if you make them much longer
than the current heading, you will need to enlarge the text box to fit the heading.

Changing Fonts
To change a report titles font attributes:
1. Make sure the title is selected and select Format, Format Text.
The Format Editor dialog box appears.
2. Click the Font tab.
3. Choose the font, style, size, and color you like.

Adding a Print Date Field

To add a print date field:
1. Select View, Field Explorer to display the Field Explorer.
2. Drag the Print Date field from the Field Explorer to the Report Header of the report.
A box with Print Date appears where you dragged.
To modify the format of the Print Date field, select the date box, right click, and select Format Field.

Running Crystal Reports

This section discusses how to:
Run Crystal Reports from PeopleSoft Process Scheduler.
Run standard reports from within Crystal Reports.
Launch Crystal Reports from Windows PeopleSoft Query.
Note. If you have access to the Windows version of Query Designer, you can run queries directly to Crystal
Reports from Query Designer. This option is not available from web based Query Manager or Query Viewer.
However, users who do not have access to Windows query can schedule a predefined Crystal Report to
run on a Process Scheduler server, and the results can be routed to PeopleSoft Report Manager.
You should run reports from within PeopleSoft applications when possible, so you do not have to exit your
PeopleSoft application. If you run Crystal Reports in standalone mode (not launched from PeopleSoft Query
or another PeopleSoft application), you must ensure that the current working directory is set properly.

Running Crystal Reports From PeopleSoft Process Scheduler

If you submit a process request, you can run the report on a client workstation or on a Windows server
without having to exit the PeopleSoft system or use a third-party scheduling program. If you schedule
processes to run on a Windows NT server, you can run the report at a future date and time.
When Crystal reports are run through Process Scheduler, you can either:
Specify an output file name.
Use the default file name.
The default file name is the report name concatenated with the process instance; this name guarantees
uniqueness. The default name can also be tied back to information about the process that generated
the output by using process instance as the key to the process request table.
Note. You cannot run alias Crystal reports either from the Crystal Reports application or from
Process Scheduler if the alias name contains certain characters. If your alias Crystal report
will not run, check the InvalidAliasCharList entry above the following directory of the registry:
HKEY_LOCAL_MACHINE\Software\Crystal Decisions\9.0\Crystal Reports\Database\ . If any of the
characters in your alias tablename are listed in the entry, either change these characters to characters
that are not listed in the entry or change the entry to remove any characters you would like to be able to
include in your alias tablename. Please note that the entry must contain at least one character.

Note. When running Crystal reports through Process Scheduler, you are prompted for parameters if the
PeopleSoft ODBC driver for the version of PeopleTools that you are running is not installed.

See Also
PeopleTools 8.44 PeopleBook: PeopleSoft Process Scheduler, Submitting and Scheduling Process Requests

Running Standard Reports From Within Crystal Reports

To run standard reports from within Crystal Reports, the system uses a query created in PeopleSoft Query and
a report definition created in Crystal. All the elements are predefinedall you do is view and print the reports.
To run a standard report:
1. Select Start, Programs, Crystal Reports 9.
The Welcome to Crystal Reports for PeopleSoft dialog box appears.
2. Choose Open an Existing Report option.
Crystal displays a list of report files, which use the .RPT file extension.
3. Select the file you want to open.
4. Double-click the name of the report you want to open, or highlight it and click OK.
Crystal opens the selected report template and displays it as it is formatted for printing.
5. Scroll to the right to see the report header elements that identify the report.
The column headings represent fields from the query that is used to generate this report. The rows where
Crystal will print actual data are represented by the field names in the Details section of the screen.

6. Select File, Print Preview or click the Print Preview button on the Crystal Reports
toolbar to view the report before you print.
Once you have logged in to your database, Crystal Reports displays a print preview containing the
rows of data that will appear in the printed report. You can perform the following actions:
To refresh the data and ensure that you see the most current information, click the Refresh
button on the Crystal toolbar or select Report, Refresh Report Data.
If you need to, adjust the fields and objects in the report so that the report prints properly on your printer.
To print the report, select File, Print, Printer or click the Print button on the Crystal toolbar.

Launching Crystal Reports With PeopleSoft Query

Once you have saved and run a query, you can use Crystal Reports to format printed output.
Just as you can run queries repeatedly, you can reuse the reports you create in Crystal. Default
Crystal reports are generated in the following ways:
When you create a default Crystal report from PeopleSoft Query, Query creates a default report using the file
name (ACTQRY).RPT. Query uses the selected column list to define the content of the default Crystal report.
When you create a default report from a new or unnamed query object, PeopleSoft Query uses
the in-memory selected column list to generate the default Crystal report.
When you create a default Crystal report from a named query object, the saved representation of
the selected column list is used to generate the default Crystal report.
If you want to run your report directly from PeopleSoft Query, the query and report names must match
in order to use the formatting you have created in Crystal Reports every time you print the report. If
you always update and print the report from within Crystal Reports, it does not matter.
Note. End users should create and maintain reports in Crystal. PeopleSoft Query is used to
create and maintain the queries that generate report contents .
To run a query with Crystal Reports output:
1. Using Windows, select Go, PeopleTools, Query.
The PeopleSoft Query Access Group panel appears.
2. Select File, Open or click the Open button to display the Open Query dialog box.
3. Highlight the name of the query you want to base the report on and click OK.
If none of the saved queries meets your needs, you can create a new query.
4. Click the Run to Query button to run the query.
5. Click the Run to Crystal Report button to run the query to Crystal Reports.
The system automatically opens the Crystal Reports application and creates a new Crystal report.
6. Use Crystal Reports to format your data, add a report title, modify column headings, and so on.
Note. For an alternate way to run a query with Crystal output, select Go, PeopleSoft Application (Administer
Workforce), View, Navigator Display, Query, and then right-click a query and click Run to Crystal.

Runtime Prompts
When you are running a Crystal report in PeopleSoft Internet Architecture (PIA) that has runtime
prompts, the prompt values need to be passed in via the Command Line. This can be done either by
hard coding static values in the Process Definition page, or by creating a PIA page to gather values
from the users and dynamically passing them into the Command Line.
Note. The number and order of the prompt values must be exact.
For example, if you have a report whose query prompts on Business Unit, and you only ever want the report to
run for Business Unit BU001, you could hard code that prompt value into the Process Definition in quotes:

PeopleSoft Process Scheduler - Process Definition - Override Options page

The resulting Command Line would look similar to the following:

-CPOPRPSWD -I45 -RP"Employees by Department for BU001" -OT5


To allow users to dynamically select prompt values at runtime:

1. Using PeopleSoft Application Designer, create a PIA Run Control page.
2. Insert an edit box for each prompt field.
3. Click on the newly inserted edit box to display the Page Field Properties dialog box.
4. Use the dropdown lists to select the record and field you are prompting on.
5. Save your changes.
6. Go to Process Scheduler and modify the process definition parameter list to include your
prompt field using the format :RECORD.FIELD
Note. The resulting command line would look the same as above except; instead of
BU001 it would contain the selected value.

Example PeopleSoft Application Designer - Run Control page

Example Process Definition - Override Options page

Repeated Query Prompts

PeopleSoft Query cannot supply values to Crystal at run time. Crystal stores the default values as NULLs
and does not allow stored procedure values to be changed, so you must enter the prompt values twice.
When queries include prompts, you will be prompted once at design time and once at run time to enter
the appropriate values. This behavior is related to the definition of a stored procedure.
Most databases can return any number of result-set columns based solely on the input to a stored procedure.
For Crystal to create a static report template, it must execute the stored procedure with the default parameter
values once before it can request the definition of the result set. Because of this, the stored procedure (the
query) is executed once at design time (to fill in the result set descriptions) and again at run time (as expected).

Note. You should also expect to be prompted when verifying the database in the report. The
issue is the same as the design-time prompt followed by the run-time prompt issue above. Fill
in the appropriate values after selecting to verify the database.

See Also
PeopleTools 8.44 PeopleBook: PeopleSoft Query, Creating and Running Simple Queries


Using PeopleTools RPT Conversion Utility

The PeopleTools RPT Conversion utility is a standalone program that converts your RPT files from the format
PeopleSoft used in previous releases to the PeopleTools 8 format. You only need to run this program if
you are upgrading from previous versions of PeopleTools. In this appendix we discuss how to:
Convert RPT files.
Repair RPT files.

See Also
PeopleSoft Upgrade Guide for Your Platform

Converting RPT Files

Before you run the PeopleSoft RPT Conversion utility, we recommend moving your report files to a
specific directory. You can then point the conversion utility to that directory.
Note. We also recommend backing up your report files. If any problem occurs during the
running of this program, your report files may become corrupted.

PeopleSoft Proprietary and Confidential


Using PeopleTools RPT Conversion Utility

Appendix A

RPT Conversion Utility dialog window

To run the conversion:

1. Select Start, Programs, PeopleSoft Program Group, PeopleTools RPT Converter.
The Selected Report directory will default to the location of your Crystal Reports as specified in the
Configuration Manager. If you wish to convert files in a different location, select the new directory.
2. Select Convert RPT files in the subdirectories checkbox.
The database information will automatically be removed from older reports that are converted. After the
conversion, reports that were successfully converted will appear in the Files Converted list box.
3. Select Convert.
If you have not logged into the PeopleSoft database, you will be prompted to do so. After
successfully logging into a database, a progress window will be displayed. When the
conversion is complete, a Close button will be enabled.
4. Select Close.
Before closing, take note of any RPT files that failed to convert. This is usually due to read only access.

Repairing RPT Files

The RPT Conversion utility can be used when you are experiencing problems with a report that
has already been converted as part of the upgrade procedure.

Appendix A
Conversion Utility

Using PeopleTools RPT

Note. Select Run Verify Database option first and if the problem is still not resolved, select
Remove database info from current Crystal reports option.
To repair RPT files:
Select Start, Programs, PeopleSoft Program Group, PeopleTools RPT Converter.
The Selected Report directory will default to the location of your Crystal Reports as specified in the
Configuration Manager. If you wish to repair files in a different location, select the new directory.
Select either Run Verify Database checkbox, or Remove database info from current Crystal reports checkbox.
The Run Verify Database option verifies the query information saved in the report
is in sync with the query definition.
After completion, reports that were current, and had the database information removed will appear in the
Files Convertedlist box, and will be indicated by a * located to the left of the report name.
Select Convert.
A progress window will be displayed. When complete, a Close button will be enabled.
Select Close .
Before closing, take note of any RPT files that failed. This is usually due to read only access.

Using PeopleTools RPT Conversion Utility


Appendix A

PeopleSoft Proprietary and Confidential

Glossary of PeopleSoft Terms

absence entitlement

This element defines rules for granting paid time off for valid absences, such as sick
time, vacation, and maternity leave. An absence entitlement element defines the
entitlement amount, frequency, and entitlement period.

absence take

This element defines the conditions that must be met before a payee is entitled
to take paid time off.

accounting class

In PeopleSoft Enterprise Performance Management, the accounting class defines how

a resource is treated for generally accepted accounting practices. The Inventory
class indicates whether a resource becomes part of a balance sheet account, such as
inventory or fixed assets, while the Non-inventory class indicates that the resource is
treated as an expense of the period during which it occurs.

accounting date

The accounting date indicates when a transaction is recognized, as opposed to the date
the transaction actually occurred. The accounting date and transaction date can be the
same. The accounting date determines the period in the general ledger to which the
transaction is to be posted. You can only select an accounting date that falls within an
open period in the ledger to which you are posting. The accounting date for an item
is normally the invoice date.

accounting split

The accounting split method indicates how expenses are allocated or divided among
one or more sets of accounting ChartFields.


You use an accumulator to store cumulative values of defined items as they are
processed. You can accumulate a single value over time or multiple values over
time. For example, an accumulator could consist of all voluntary deductions, or all
company deductions, enabling you to accumulate amounts. It allows total flexibility
for time periods and values accumulated.

action reason

The reason an employees job or employment information is updated. The action

reason is entered in two parts: a personnel action, such as a promotion, termination, or
change from one pay group to anotherand a reason for that action. Action reasons
are used by PeopleSoft Human Resources, PeopleSoft Benefits Administration,
PeopleSoft Stock Administration, and the COBRA Administration feature of the
Base Benefits business process.

action template

In PeopleSoft Receivables, outlines a set of escalating actions that the system or user
performs based on the period of time that a customer or item has been in an action
plan for a specific condition.


In PeopleSoft Enterprise Learning Management, an instance of a catalog item

(sometimes called a class) that is available for enrollment. The activity defines
such things as the costs that are associated with the offering, enrollment limits and
deadlines, and waitlisting capacities.
In PeopleSoft Enterprise Performance Management, the work of an organization and
the aggregation of actions that are used for activity-based costing.
In PeopleSoft Project Costing, the unit of work that provides a further breakdown of
projectsusually into specific tasks.
In PeopleSoft Workflow, a specific transaction that you might need to perform in a
business process. Because it consists of the steps that are used to perform a transaction,
it is also known as a step map.




In PeopleSoft eSettlements, provides a way to group and specify processing options,

such as payment terms, pay from a bank, and notifications by a buyer and supplier
location combination.

allocation rule

In PeopleSoft Enterprise Incentive Management, an expression within compensation

plans that enables the system to assign transactions to nodes and participants. During
transaction allocation, the allocation engine traverses the compensation structure
from the current node to the root node, checking each node for plans that contain
allocation rules.

alternate account

A feature in PeopleSoft General Ledger that enables you to create a statutory chart
of accounts and enter statutory account transactions at the detail transaction level, as
required for recording and reporting by some national governments.

AR specialist

Abbreviation for receivables specialist. In PeopleSoft Receivables, an individual in

who tracks and resolves deductions and disputed items.

arbitration plan

In PeopleSoft Enterprise Pricer, defines how price rules are to be applied to the base
price when the transaction is priced.

assessment rule

In PeopleSoft Receivables, a user-defined rule that the system uses to evaluate the
condition of a customers account or of individual items to determine whether to
generate a follow-up action.

asset class

An asset group used for reporting purposes. It can be used in conjunction with the asset
category to refine asset classification.

attribute/value pair

In PeopleSoft Directory Interface, relates the data that makes up an entry in the
directory information tree.

authentication server

A server that is set up to verify users of the system.

base time period

In PeopleSoft Business Planning, the lowest level time period in a calendar.

benchmark job

In PeopleSoft Workforce Analytics, a benchmark job is a job code for which there is
corresponding salary survey data from published, third-party sources.


In PeopleSoft Asset Management, used for storing financial and tax information, such
as costs, depreciation attributes, and retirement information on assets.


A tree node that rolls up to nodes above it in the hierarchy, as defined in PeopleSoft
Tree Manager.

budgetary account only

An account used by the system only and not by users; this type of account does
not accept transactions. You can only budget with this account. Formerly called
system-maintained account.

budget check

In commitment control, the processing of source transactions against control budget

ledgers, to see if they pass, fail, or pass with a warning.

budget control

In commitment control, budget control ensures that commitments and expenditures

dont exceed budgets. It enables you to track transactions against corresponding
budgets and terminate a documents cycle if the defined budget conditions are not met.
For example, you can prevent a purchase order from being dispatched to a vendor if
there are insufficient funds in the related budget to support it.

budget period

The interval of time (such as 12 months or 4 quarters) into which a period is divided
for budgetary and reporting purposes. The ChartField allows maximum flexibility to
define operational accounting time periods without restriction to only one calendar.

business event

In PeopleSoft Receivables, defines the processing characteristics for the Receivable

Update process for a draft activity.

PeopleSoft Proprietary and Confidential

In PeopleSoft Sales Incentive Management, an original business transaction or activity

that may justify the creation of a PeopleSoft Enterprise Incentive Management event
(a sale, for example).
business unit

A corporation or a subset of a corporation that is independent with regard to one or

more operational or accounting functions.


In PeopleSoft eSettlements, an organization (or business unit, as opposed to an

individual) that transacts with suppliers (vendors) within the system. A buyer creates
payments for purchases that are made in the system.

catalog item

In PeopleSoft Enterprise Learning Management, a specific topic that a learner can

study and have tracked. For example, Introduction to Microsoft Word. A catalog
item contains general information about the topic and includes a course code,
description, categorization, keywords, and delivery methods. A catalog item can
have one or more learning activities.

catalog map

In PeopleSoft Catalog Management, translates values from the catalog source data to
the format of the companys catalog.

catalog partner

In PeopleSoft Catalog Management, shares responsibility with the enterprise catalog

manager for maintaining catalog content.


Associates partner offerings with catalog offerings and groups them into enterprise
catalog categories.


In PeopleSoft MultiChannel Framework, email, chat, voice (computer telephone

integration [CTI]), or a generic event.


A field that stores a chart of accounts, resources, and so on, depending on the
PeopleSoft application. ChartField values represent individual account numbers,
department codes, and so forth.

ChartField balancing

You can require specific ChartFields to match up (balance) on the debit and the credit
side of a transaction.

ChartField combination edit

The process of editing journal lines for valid ChartField combinations based on
user-defined rules.


One or more fields that uniquely identify each row in a table. Some tables contain only
one field as the key, while others require a combination.


In PeopleSoft Promotions Management, enables you to view financial data (such as

planned, incurred, and actual amounts) that is related to funds and trade promotions.

Class ChartField

A ChartField value that identifies a unique appropriation budget key when you
combine it with a fund, department ID, and program code, as well as a budget period.
Formerly called sub-classification.


In PeopleCode, to make a unique copy. In contrast, to copy may mean making a

new reference to an object, so if the underlying object is changed, both the copy and
the original change.


To make a set of documents available for searching in Verity, you must first create
at least one collection. A collection is set of directories and files that allow search
application users to use the Verity search engine to quickly find and display source
documents that match search criteria. A collection is a set of statistics and pointers
to the source documents, stored in a proprietary format on a file server. Because a
collection can only store information for a single location, PeopleSoft maintains a set
of collections (one per language code) for each search index object.

collection rule

In PeopleSoft Receivables, a user-defined rule that defines actions to take for a

customer based on both the amount and the number of days past due for outstanding

compensation object

In PeopleSoft Enterprise Incentive Management, a node within a compensation

structure. Compensation objects are the building blocks that make up a compensation
structures hierarchical representation.

compensation structure

In PeopleSoft Enterprise Incentive Management, a hierarchical relationship of

compensation objects that represents the compensation-related relationship between
the objects.


In PeopleSoft Receivables, occurs when there is a change of status for a customers

account, such as reaching a credit limit or exceeding a user-defined balance due.
Used to configure an external system with PeopleSoft. For example, a configuration
parameter catalog might set up configuration and communication parameters for an
external server.

configuration parameter
configuration plan

In PeopleSoft Enterprise Incentive Management, configuration plans hold allocation

information for common variables (not incentive rules) and are attached to a node
without a participant. Configuration plans are not processed by transactions.

content reference

Content references are pointers to content registered in the portal registry. These are
typically either URLs or iScripts. Content references fall into three categories: target
content, templates, and template pagelets.


In PeopleCode, determines which buffer fields can be contextually referenced and

which is the current row of data on each scroll level when a PeopleCode program
is running.
In PeopleSoft Enterprise Incentive Management, a mechanism that is used to
determine the scope of a processing run. PeopleSoft Enterprise Incentive Management
uses three types of context: plan, period, and run-level.

control table

Stores information that controls the processing of an application. This type of

processing might be consistent throughout an organization, or it might be used only by
portions of the organization for more limited sharing of data.

cost profile

A combination of a receipt cost method, a cost flow, and a deplete cost method. A
profile is associated with a cost book and determines how items in that book are
valued, as well as how the material movement of the item is valued for the book.

cost row

A cost transaction and amount for a set of ChartFields.

current learning

In PeopleSoft Enterprise Learning Management, a self-service repository for all of a

learners in-progress learning activities and programs.

data acquisition

In PeopleSoft Enterprise Incentive Management, the process during which raw

business transactions are acquired from external source systems and fed into the
operational data store (ODS).

data elements

Data elements, at their simplest level, define a subset of data and the rules by which
to group them.
For Workforce Analytics, data elements are rules that tell the system what measures to
retrieve about your workforce groups.


A data grouping that enables role-based filtering and distribution of data. You can
limit the range and quantity of data that is displayed for a user by associating dataset
rules with user roles. The result of dataset rules is a set of data that is appropriate
for the users roles.

delivery method

In PeopleSoft Enterprise Learning Management, identifies the primary type of

delivery method in which a particular learning activity is offered. Also provides
default values for the learning activity, such as cost and language. This is primarily
used to help learners search the catalog for the type of delivery from which they learn
best. Because PeopleSoft Enterprise Learning Management is a blended learning
system, it does not enforce the delivery method.
In PeopleSoft Supply Chain Management, identifies the method by which goods are
shipped to their destinations (such as truck, air, rail, and so on). The delivery method is
specified when creating shipment schedules.

delivery method type

In PeopleSoft Enterprise Learning Management, identifies how learning activities can

be deliveredfor example, through online learning, classroom instruction, seminars,
books, and so forthin an organization. The type determines whether the delivery
method includes scheduled components.

directory information tree

In PeopleSoft Directory Interface, the representation of a directorys hierarchical


document sequencing

A flexible method that sequentially numbers the financial transactions (for example,
bills, purchase orders, invoices, and payments) in the system for statutory reporting
and for tracking commercial transaction activity.

dynamic detail tree

A tree that takes its detail valuesdynamic detailsdirectly from a table in the
database, rather than from a range of values that are entered by the user.

edit table

A table in the database that has its own record definition, such as the Department table.
As fields are entered into a PeopleSoft application, they can be validated against an
edit table to ensure data integrity throughout the system.

effective date

A method of dating information in PeopleSoft applications. You can predate

information to add historical data to your system, or postdate information in order to
enter it before it actually goes into effect. By using effective dates, you dont delete
values; you enter a new value with a current effective date.

EIM ledger

Abbreviation for Enterprise Incentive Management ledger. In PeopleSoft Enterprise

Incentive Management, an object to handle incremental result gathering within the
scope of a participant. The ledger captures a result set with all of the appropriate traces
to the data origin and to the processing steps of which it is a result.

elimination set

In PeopleSoft General Ledger, a related group of intercompany accounts that is

processed during consolidations.

entry event

In PeopleSoft General Ledger, Receivables, Payables, Purchasing, and Billing, a

business process that generates multiple debits and credits resulting from single
transactions to produce standard, supplemental accounting entries.


In PeopleSoft General Ledger, a business process that enables parent companies to

calculate the net income of subsidiaries on a monthly basis and adjust that amount
to increase the investment amount and equity income amount before performing


A predefined point either in the Component Processor flow or in the program flow.
As each point is encountered, the event activates each component, triggering any
PeopleCode program that is associated with that component and that event. Examples
of events are FieldChange, SavePreChange, and RowDelete.
In PeopleSoft Human Resources, also refers to an incident that affects benefits

event propagation process

In PeopleSoft Sales Incentive Management, a process that determines, through logic,

the propagation of an original PeopleSoft Enterprise Incentive Management event and
creates a derivative (duplicate) of the original event to be processed by other objects.

Sales Incentive Management uses this mechanism to implement splits, roll-ups, and so on. Event propagation determines
who receives the credit.

In PeopleSoft Receivables, an item that either is a deduction or is in dispute.

exclusive pricing

In PeopleSoft Order Management, a type of arbitration plan that is associated with a

price rule. Exclusive pricing is used to price sales order transactions.


In PeopleSoft applications, facts are numeric data values from fields from a source
database as well as an analytic application. A fact can be anything you want to measure
your business by, for example, revenue, actual, budget data, or sales numbers. A
fact is stored on a fact table.

forecast item

A logical entity with a unique set of descriptive demand and forecast data that is used
as the basis to forecast demand. You create forecast items for a wide range of uses, but
they ultimately represent things that you buy, sell, or use in your organization and for
which you require a predictable usage.


In PeopleSoft Promotions Management, a budget that can be used to fund promotional

activity. There are four funding methods: top down, fixed accrual, rolling accrual, and
zero-based accrual.

generic process type

In PeopleSoft Process Scheduler, process types are identified by a generic process

type. For example, the generic process type SQR includes all SQR process types,
such as SQR process and SQR report.


In PeopleSoft Billing and Receivables, a posting entity that comprises one or more
transactions (items, deposits, payments, transfers, matches, or write-offs).
In PeopleSoft Human Resources Management and Supply Chain Management, any
set of records that are associated under a single name or variable to run calculations
in PeopleSoft business processes. In PeopleSoft Time and Labor, for example,
employees are placed in groups for time reporting purposes.

incentive object

In PeopleSoft Enterprise Incentive Management, the incentive-related objects that

define and support the PeopleSoft Enterprise Incentive Management calculation
process and results, such as plan templates, plans, results data, user interaction objects,
and so on.

incentive rule

In PeopleSoft Sales Incentive Management, the commands that act on transactions and
turn them into compensation. A rule is one part in the process of turning a transaction
into compensation.


In PeopleSoft Promotions Management, to become liable for a promotional payment.

In other words, you owe that amount to a customer for promotional activities.


In PeopleSoft Inventory, a tangible commodity that is stored in a business unit

(shipped from a warehouse).
In PeopleSoft Demand Planning, Inventory Policy Planning, and Supply Planning, a
noninventory item that is designated as being used for planning purposes only. It can
represent a family or group of inventory items. It can have a planning bill of material
(BOM) or planning routing, and it can exist as a component on a planning BOM. A
planning item cannot be specified on a production or engineering BOM or routing,
and it cannot be used as a component in a production. The quantity on hand will
never be maintained.
In PeopleSoft Receivables, an individual receivable. An item can be an invoice, a
credit memo, a debit memo, a write-off, or an adjustment.


An abbreviation for key performance indicator. A high-level measurement of how well

an organization is doing in achieving critical success factors. This defines the data
value or calculation upon which an assessment is determined.

Abbreviation for Lightweight Directory Access Protocol (LDAP) Data Interchange

Format file. Contains discrepancies between PeopleSoft data and directory data.
learner group

In PeopleSoft Enterprise Learning Management, a group of learners who are linked to

the same learning environment. Members of the learner group can share the same
attributes, such as the same department or job code. Learner groups are used to control
access to and enrollment in learning activities and programs. They are also used to
perform group enrollments and mass enrollments in the back office.

learning components

In PeopleSoft Enterprise Learning Management, the foundational building blocks

of learning activities. PeopleSoft Enterprise Learning Management supports six
basic types of learning components: web-based, session, webcast, test, survey, and
assignment. One or more of these learning component types compose a single
learning activity.

learning environment

In PeopleSoft Enterprise Learning Management, identifies a set of categories and

catalog items that can be made available to learner groups. Also defines the default
values that are assigned to the learning activities and programs that are created within a
particular learning environment. Learning environments provide a way to partition the
catalog so that learners see only those items that are relevant to them.

learning history

In PeopleSoft Enterprise Learning Management, a self-service repository for all of a

learners completed learning activities and programs.

ledger mapping

You use ledger mapping to relate expense data from general ledger accounts to
resource objects. Multiple ledger line items can be mapped to one or more resource
IDs. You can also use ledger mapping to map dollar amounts (referred to as rates)
to business units. You can map the amounts in two different ways: an actual amount
that represents actual costs of the accounting period, or a budgeted amount that can be
used to calculate the capacity rates as well as budgeted model results. In PeopleSoft
Enterprise Warehouse, you can map general ledger accounts to the EW Ledger table.

library section

In PeopleSoft Enterprise Incentive Management, a section that is defined in a plan (or

template) and that is available for other plans to share. Changes to a library section are
reflected in all plans that use it.

linked section

In PeopleSoft Enterprise Incentive Management, a section that is defined in a plan

template but appears in a plan. Changes to linked sections propagate to plans using
that section.

linked variable

In PeopleSoft Enterprise Incentive Management, a variable that is defined and

maintained in a plan template and that also appears in a plan. Changes to linked
variables propagate to plans using that variable.


In PeopleSoft Inventory, identifies a group of goods that are shipped together. Load
management is a feature of PeopleSoft Inventory that is used to track the weight, the
volume, and the destination of a shipment.

local functionality

In PeopleSoft HRMS, the set of information that is available for a specific country.
You can access this information when you click the appropriate country flag in the
global window, or when you access it by a local country menu.


Locations enable you to indicate the different types of addressesfor a company, for
example, one address to receive bills, another for shipping, a third for postal deliveries,
and a separate street address. Each address has a different location number. The
primary locationindicated by a 1is the address you use most often and may be
different from the main address.

logistical task

In PeopleSoft Services Procurement, an administrative task that is related to hiring a

service provider. Logistical tasks are linked to the service type on the work order so
that different types of services can have different logistical tasks. Logistical tasks
include both preapproval tasks (such as assigning a new badge or ordering a new

laptop) and postapproval tasks (such as scheduling orientation or setting up the service provider email). The logistical tasks
can be mandatory or optional. Mandatory preapproval tasks must be completed before
the work order is approved. Mandatory postapproval tasks, on the other hand, must be
completed before a work order is released to a service provider.
market template

In PeopleSoft Enterprise Incentive Management, additional functionality that is

specific to a given market or industry and is built on top of a product category.

match group

In PeopleSoft Receivables, a group of receivables items and matching offset items.

The system creates match groups by using user-defined matching criteria for selected
field values.

MCF server

Abbreviation for PeopleSoft MultiChannel Framework server. Comprises the

universal queue server and the MCF log server. Both processes are started when MCF
Servers is selected in an application server domain configuration.

merchandising activity

In PeopleSoft Promotions Management, a specific discount type that is associated with

a trade promotion (such as off-invoice, billback or rebate, or lump-sum payment) that
defines the performance that is required to receive the discount. In the industry, you
may know this as an offer, a discount, a merchandising event, an event, or a tactic.


Meta-SQL constructs expand into platform-specific Structured Query Language

(SQL) substrings. They are used in functions that pass SQL strings, such as in SQL
objects, the SQLExec function, and PeopleSoft Application Engine programs.


Metastrings are special expressions included in SQL string literals. The metastrings,
prefixed with a percent (%) symbol, are included directly in the string literals. They
expand at run time into an appropriate substring for the current database platform.


In PeopleSoft General Ledger, multiple ledgers having multiple-base currencies that

are defined for a business unit, with the option to post a single transaction to all base
currencies (all ledgers) or to only one of those base currencies (ledgers).


The ability to process transactions in a currency other than the business units base

national allowance

In PeopleSoft Promotions Management, a promotion at the corporate level that is

funded by nondiscretionary dollars. In the industry, you may know this as a national
promotion, a corporate promotion, or a corporate discount.

node-oriented tree

A tree that is based on a detail structure, but the detail values are not used.


Each block of content on the homepage is called a pagelet. These pagelets display
summary information within a small rectangular area on the page. The pagelet provide
users with a snapshot of their most relevant PeopleSoft and non-PeopleSoft content.


In PeopleSoft Enterprise Incentive Management, participants are recipients of the

incentive compensation calculation process.

participant object

Each participant object may be related to one or more compensation objects.

See also compensation object.


A company that supplies products or services that are resold or purchased by the

pay cycle

In PeopleSoft Payables, a set of rules that define the criteria by which it should select
scheduled payments for payment creation.

pending item

In PeopleSoft Receivables, an individual receivable (such as an invoice, a credit

memo, or a write-off) that has been entered in or created by the system, but hasnt
been posted.


PeopleCode is a proprietary language, executed by the PeopleSoft application

processor. PeopleCode generates results based upon existing data or user actions. By
using business interlink objects, external services are available to all PeopleSoft
applications wherever PeopleCode can be executed.

PeopleCode event

An action that a user takes upon an object, usually a record field, that is referenced
within a PeopleSoft page.
The fundamental architecture on which PeopleSoft 8 applications are constructed,
consisting of a relational database management system (RDBMS), an application
server, a web server, and a browser.

PeopleSoft Internet
performance measurement

In PeopleSoft Enterprise Incentive Management, a variable used to store data (similar

to an aggregator, but without a predefined formula) within the scope of an incentive
plan. Performance measures are associated with a plan calendar, territory, and
participant. Performance measurements are used for quota calculation and reporting.

period context

In PeopleSoft Enterprise Incentive Management, because a participant typically

uses the same compensation plan for multiple periods, the period context associates
a plan context with a specific calendar period and fiscal year. The period context
references the associated plan context, thus forming a chain. Each plan context has a
corresponding set of period contexts.


In PeopleSoft Sales Incentive Management, a collection of allocation rules, variables,

steps, sections, and incentive rules that instruct the PeopleSoft Enterprise Incentive
Management engine in how to process transactions.

plan context

In PeopleSoft Enterprise Incentive Management, correlates a participant with

the compensation plan and node to which the participant is assigned, enabling
the PeopleSoft Enterprise Incentive Management system to find anything that is
associated with the node and that is required to perform compensation processing.
Each participant, node, and plan combination represents a unique plan contextif
three participants are on a compensation structure, each has a different plan context.
Configuration plans are identified by plan contexts and are associated with the
participants that refer to them.

plan template

In PeopleSoft Enterprise Incentive Management, the base from which a plan is created.
A plan template contains common sections and variables that are inherited by all plans
that are created from the template. A template may contain steps and sections that
are not visible in the plan definition.

planned learning

In PeopleSoft Enterprise Learning Management, a self-service repository for all of

a learners planned learning activities and programs.

planning instance

In PeopleSoft Supply Planning, a set of data (business units, items, supplies, and
demands) constituting the inputs and outputs of a supply plan.

portal registry

In PeopleSoft applications, the portal registry is a tree-like structure in which content

references are organized, classified, and registered. It is a central repository that
defines both the structure and content of a portal through a hierarchical, tree-like
structure of folders useful for organizing and securing content references.

price list

In PeopleSoft Enterprise Pricer, enables you to select products and conditions for
which the price list applies to a transaction. During a transaction, the system either
determines the product price based on the predefined search hierarchy for the
transaction or uses the products lowest price on any associated, active price lists. This
price is used as the basis for any further discounts and surcharges.

price rule

In PeopleSoft Enterprise Pricer, defines the conditions that must be met for
adjustments to be applied to the base price. Multiple rules can apply when conditions
of each rule are met.

price rule condition

In PeopleSoft Enterprise Pricer, selects the price-by fields, the values for the price-by
fields, and the operator that determines how the price-by fields are related to the

price rule key

In PeopleSoft Enterprise Pricer, defines the fields that are available to define price rule
conditions (which are used to match a transaction) on the price rule.

process category

In PeopleSoft Process Scheduler, processes that are grouped for server load balancing
and prioritization.

process group

In PeopleSoft Financials, a group of application processes (performed in a defined

order) that users can initiate in real time, directly from a transaction entry page.

process definition

Process definitions define each run request.

process instance

A unique number that identifies each process request. This value is automatically
incremented and assigned to each requested process when the process is submitted to

process job

You can link process definitions into a job request and process each request serially
or in parallel. You can also initiate subsequent processes based on the return code
from each prior request.

process request

A single run request, such as a Structured Query Report (SQR), a COBOL or

Application Engine program, or a Crystal report that you run through PeopleSoft
Process Scheduler.

process run control

A PeopleTools variable used to retain PeopleSoft Process Scheduler values needed at

runtime for all requests that reference a run control ID. Do not confuse these with
application run controls, which may be defined with the same run control ID, but only
contain information specific to a given application process request.

product category

In PeopleSoft Enterprise Incentive Management, indicates an application in the

Enterprise Incentive Management suite of products. Each transaction in the PeopleSoft
Enterprise Incentive Management system is associated with a product category.


In PeopleSoft Enterprise Learning Management, a high-level grouping that guides the

learner along a specific learning path through sections of catalog items. PeopleSoft
Enterprise Learning Systems provides two types of programscurricula and

progress log

In PeopleSoft Services Procurement, tracks deliverable-based projects. This is similar

to the time sheet in function and process. The service provider contact uses the
progress log to record and submit progress on deliverables. The progress can be logged
by the activity that is performed, by the percentage of work that is completed, or by the
completion of milestone activities that are defined for the project.

project transaction

In PeopleSoft Project Costing, an individual transaction line that represents a cost,

time, budget, or other transaction row.


In PeopleSoft Promotions Management, a trade promotion, which is typically funded

from trade dollars and used by consumer products manufacturers to increase sales


In PeopleSoft Enterprise Incentive Management, a stage in processing that makes

incentive-related results available to participants.

record group

A set of logically and functionally related control tables and views. Record groups
help enable TableSet sharing, which eliminates redundant data entry. Record groups
ensure that TableSet sharing is applied consistently across all related tables and views.

record input VAT flag

Abbreviation for record input value-added tax flag. Within PeopleSoft Purchasing,
Payables, and General Ledger, this flag indicates that you are recording input VAT

on the transaction. This flag, in conjunction with the record output VAT flag, is used to determine the accounting entries
created for a transaction and to determine how a transaction is reported on the VAT
return. For all cases within Purchasing and Payables where VAT information is tracked
on a transaction, this flag is set to Yes. This flag
is not used in PeopleSoft Order Management, Billing, or Receivables, where it is
assumed that you are always recording only output VAT, or in PeopleSoft
Expenses, where it is assumed that you are always recording only input VAT.
record output VAT flag

Abbreviation for record output value-added tax flag.

See record input VAT flag.

reference data

In PeopleSoft Sales Incentive Management, system objects that represent the sales
organization, such as territories, participants, products, customers, channels, and so on.

reference object

In PeopleSoft Enterprise Incentive Management, this dimension-type object further

defines the business. Reference objects can have their own hierarchy (for example,
product tree, customer tree, industry tree, and geography tree).

reference transaction

In commitment control, a reference transaction is a source transaction that is referenced

by a higher-level (and usually later) source transaction, in order to automatically
reverse all or part of the referenced transactions budget-checked amount. This avoids
duplicate postings during the sequential entry of the transaction at different
commitment levels. For example, the amount of an encumbrance transaction (such as a
purchase order) will, when checked and recorded against a budget, cause
the system to concurrently reference and relieve all or part of the amount of a
corresponding pre-encumbrance transaction, such as a purchase requisition.

regional sourcing

In PeopleSoft Purchasing, provides the infrastructure to maintain, display, and select

an appropriate vendor and vendor pricing structure that is based on a regional sourcing
model where the multiple ship to locations are grouped. Sourcing may occur at a
level higher than the ship to location.

relationship object

In PeopleSoft Enterprise Incentive Management, these objects further define a

compensation structure to resolve transactions by establishing associations between
compensation objects and business objects.

remote data source data

Data that is extracted from a separate database and migrated into the local database.

REN server

Abbreviation for real-time event notification server in PeopleSoft MultiChannel



In PeopleSoft eSettlements, an individual who requests goods or services and whose

ID appears on the various procurement pages that reference purchase orders.


Describes how people fit into PeopleSoft Workflow. A role is a class of users who
perform the same type of work, such as clerks or managers. Your business rules
typically specify what user role needs to do an activity.

role user

A PeopleSoft Workflow user. A persons role user ID serves much the same purpose as
a user ID does in other parts of the system. PeopleSoft Workflow uses role user IDs
to determine how to route worklist items to users (through an email address, for
example) and to track the roles that users play in the workflow. Role users do not need
PeopleSoft user IDs.

roll up

In a tree, to roll up is to total sums based on the information hierarchy.

run control

A run control is a type of online page that is used to begin a process, such as the
batch processing of a payroll run. Run control pages generally start a program that
manipulates data.

run control ID

A unique ID to associate each user with his or her own run control table entries.

run-level context

In PeopleSoft Enterprise Incentive Management, associates a particular run (and batch

ID) with a period context and plan context. Every plan context that participates in a run
has a separate run-level context. Because a run cannot span periods, only one run-level
context is associated with each plan context.

search query

You use this set of objects to pass a query string and operators to the search engine.
The search index returns a set of matching results with keys to the source documents.


In PeopleSoft Enterprise Incentive Management, a collection of incentive rules that

operate on transactions of a specific type. Sections enable plans to be segmented to
process logical events in different sections.

security event

In commitment control, security events trigger security authorization checking, such

as budget entries, transfers, and adjustments; exception overrides and notifications;
and inquiries.

serial genealogy

In PeopleSoft Manufacturing, the ability to track the composition of a specific,

serial-controlled item.

serial in production

In PeopleSoft Manufacturing, enables the tracing of serial information for

manufactured items. This is maintained in the Item Master record.


In PeopleSoft Enterprise Learning Management, a single meeting day of an activity

(that is, the period of time between start and finish times within a day). The session
stores the specific date, location, meeting time, and instructor. Sessions are used for
scheduled training.

session template

In PeopleSoft Enterprise Learning Management, enables you to set up common

activity characteristics that may be reused while scheduling a PeopleSoft Enterprise
Learning Management activitycharacteristics such as days of the week, start and
end times, facility and room assignments, instructors, and equipment. A session
pattern template can be attached to an activity that is being scheduled. Attaching a
template to an activity causes all of the default template information to populate
the activity session pattern.

setup relationship

In PeopleSoft Enterprise Incentive Management, a relationship object type that

associates a configuration plan with any structure node.

share driver expression

In PeopleSoft Business Planning, a named planning method similar to a driver

expression, but which you can set up globally for shared use within a single planning
application or to be shared between multiple planning applications through PeopleSoft
Enterprise Warehouse.

single signon

With single signon, users can, after being authenticated by a PeopleSoft application
server, access a second PeopleSoft application server without entering a user ID or

source transaction

In commitment control, any transaction generated in a PeopleSoft or third-party

application that is integrated with commitment control and which can be checked
against commitment control budgets. For example, a pre-encumbrance, encumbrance,
expenditure, recognized revenue, or collected revenue transaction.


A user-defined shorthand key that designates several ChartKeys to be used for voucher
entry. Percentages can optionally be related to each ChartKey in a SpeedChart


A code representing a combination of ChartField values. SpeedTypes simplify the

entry of ChartFields commonly used together.


A method of consolidating selected partner offerings with the offerings from the
enterprises other partners.

statutory account

Account required by a regulatory authority for recording and reporting financial

results. In PeopleSoft, this is equivalent to the Alternate Account (ALTACCT)


In PeopleSoft Sales Incentive Management, a collection of sections in a plan. Each

step corresponds to a step in the job run.

storage level

In PeopleSoft Inventory, identifies the level of a material storage location. Material

storage locations are made up of a business unit, a storage area, and a storage level.
You can set up to four storage levels.

subcustomer qualifier

A value that groups customers into a division for which you can generate detailed
history, aging, events, and profiles.

Summary ChartField

You use summary ChartFields to create summary ledgers that roll up detail amounts
based on specific detail values or on selected tree nodes. When detail values are
summarized using tree nodes, summary ChartFields must be used in the summary
ledger data record to accommodate the maximum length of a node name (20

summary ledger

An accounting feature used primarily in allocations, inquiries, and PS/nVision

reporting to store combined account balances from detail ledgers. Summary ledgers
increase speed and efficiency of reporting by eliminating the need to summarize
detail ledger balances each time a report is requested. Instead, detail balances are
summarized in a background process according to user-specified criteria and stored on
summary ledgers. The summary ledgers are then accessed directly for reporting.

summary time period

In PeopleSoft Business Planning, any time period (other than a base time period) that is
an aggregate of other time periods, including other summary time periods and base
time periods, such as quarter and year total.

summary tree

A tree used to roll up accounts for each type of report in summary ledgers. Summary
trees enable you to define trees on trees. In a summary tree, the detail values are really
nodes on a detail tree or another summary tree (known as the basis tree). A summary
tree structure specifies the details on which the summary trees are to be built.


To distribute a production version of the enterprise catalog to partners.

system function

In PeopleSoft Receivables, an activity that defines how the system generates

accounting entries for the general ledger.


A means of sharing similar sets of values in control tables, where the actual data values
are different but the structure of the tables is the same.

TableSet sharing

Shared data that is stored in many tables that are based on the same TableSets. Tables
that use TableSet sharing contain the SETID field as an additional key or unique

target currency

The value of the entry currency or currencies converted to a single currency for budget
viewing and inquiry purposes.


A template is HTML code associated with a web page. It defines the layout of
the page and also where to get HTML for each part of the page. In PeopleSoft, you
use templates to build a page by combining HTML from a number of sources. For
a PeopleSoft portal, all templates must be registered in the portal registry, and each
content reference must be assigned a template.


In PeopleSoft Sales Incentive Management, hierarchical relationships of business

objects, including regions, products, customers, industries, and participants.


A relative period, such as year-to-date or current period, that can be used in various
PeopleSoft General Ledger functions and reports when a rolling time frame, rather

than a specific date, is required. TimeSpans can also be used with flexible formulas in
PeopleSoft Projects.
trace usage

In PeopleSoft Manufacturing, enables the control of which components will be traced

during the manufacturing process. Serial- and lot-controlled components can be
traced. This is maintained in the Item Master record.

transaction allocation

In PeopleSoft Enterprise Incentive Management, the process of identifying the owner

of a transaction. When a raw transaction from a batch is allocated to a plan context,
the transaction is duplicated in the PeopleSoft Enterprise Incentive Management
transaction tables.

transaction state

In PeopleSoft Enterprise Incentive Management, a value assigned by an incentive

rule to a transaction. Transaction states enable sections to process only transactions
that are at a specific stage in system processing. After being successfully processed,
transactions may be promoted to the next transaction state and picked up by a
different section for further processing.

Translate table

A system edit table that stores codes and translate values for the miscellaneous fields in
the database that do not warrant individual edit tables of their own.


The graphical hierarchy in PeopleSoft systems that displays the relationship between
all accounting units (for example, corporate divisions, projects, reporting groups,
account numbers) and determines roll-up hierarchies.

unclaimed transaction

In PeopleSoft Enterprise Incentive Management, a transaction that is not claimed by

a node or participant after the allocation process has completed, usually due to
missing or incomplete data. Unclaimed transactions may be manually assigned to the
appropriate node or participant by a compensation administrator.

universal navigation header

Every PeopleSoft portal includes the universal navigation header, intended to appear at
the top of every page as long as the user is signed on to the portal. In addition to
providing access to the standard navigation buttons (like Home, Favorites, and signoff)
the universal navigation header can also display a welcome message for each user.

user interaction object

In PeopleSoft Sales Incentive Management, used to define the reporting components

and reports that a participant can access in his or her context. All Sales Incentive
Management user interface objects and reports are registered as user interaction
objects. User interaction objects can be linked to a compensation structure node
through a compensation relationship object (individually or as groups).


In PeopleSoft Sales Incentive Management, the intermediate results of calculations.

Variables hold the calculation results and are then inputs to other calculations.
Variables can be plan variables that persist beyond the run of an engine or local
variables that exist only during the processing of a section.

VAT exception

Abbreviation for value-added tax exception. A temporary or permanent exemption

from paying VAT that is granted to an organization. This terms refers to both VAT
exoneration and VAT suspension.

VAT exempt

Abbreviation for value-added tax exempt. Describes goods and services that are not
subject to VAT. Organizations that supply exempt goods or services are unable to
recover the related input VAT. This is also referred to as exempt without recovery.

VAT exoneration

Abbreviation for value-added tax exoneration. An organization that has been granted a
permanent exemption from paying VAT due to the nature of that organization.

VAT suspension

Abbreviation for value-added tax suspension. An organization that has been granted a
temporary exemption from paying VAT.


A PeopleSoft data warehouse that consists of predefined ETL maps, data warehouse
tools, and DataMart definitions.

work order

In PeopleSoft Services Procurement, enables an enterprise to create resource-based

and deliverable-based transactions that specify the basic terms and conditions for
hiring a specific service provider. When a service provider is hired, the service
provider logs time or progress against the work order.


A way of presenting data through a PeopleSoft Business Analysis Modeler interface

that enables users to do in-depth analysis using pivoting tables, charts, notes, and
history information.


The automated to-do list that PeopleSoft Workflow creates. From the worklist, you
can directly access the pages you need to perform the next action, and then return to
the worklist for another item.

XML schema

An XML definition that standardizes the representation of application messages,

component interfaces, or business interlinks.

yield by operation

In PeopleSoft Manufacturing, the ability to plan the loss of a manufactured item on an

operation-by-operation basis.

zero-rated VAT

Abbreviation for zero-rated value-added tax. A VAT transaction with a VAT code that
has a tax percent of zero. Used to track taxable VAT activity where no actual VAT
amount is charged. Organizations that supply zero-rated goods and services can still
recover the related input VAT. This is also referred to as exempt with recovery.

2tier, logging into
3tier, logging into

of column headings 13
of Crystal EXEs path 2
of fonts 14
of location of customized reports
of report titles 13
of reports 16
of the production report path 3
Details section, understanding 12
country-specific viii
printed vi
related vi
updates vi


(ACTQRY).RPT report 16
additional documentation vi
alias reports, limitations of running
application fundamentals v


Business Interlink options, specifying

client setup, running 4
column headings, modifying defaults
for 13
comments, submitting ix
common elements ix
compatibility issues 2
Consolidated Publications Incorporated
(CPI) vi
contact information ix
country-specific documentation viii
cross-references viii
CRWRPTPATH, specifying 4
Crystal EXEs path 2
Crystal Reports
customization for multilingual
environments 8
searching for translated 8
Crystal Reports for PeopleSoft
understanding versions for multiple
languages 6
Crystal Reports for PeopleSoft,
understanding 1
Customer Connection Website vi

fonts, setting attributes of

PeopleSoft Proprietary and Confidential


language sensitivity for report data 5
report layout and boilerplate text 6
searching for translated reports 8
understanding the language parameter
versions for multiple languages 6
glossary 25

HTML reports, printing


entering keywords for
logging into 2tier on


Microsoft SQL Server, entering keywords
for 11

database types, entering keywords for 11
DB2 UDB for OS/390, entering keywords
for 11
DB2 UDB for Unix NT, entering keywords
for 11



Oracle, entering keywords for




page footers, creating 12
page headers, creating 12
4 of
Crystal EXEs
of production reports 3
ordering vi
PeopleCode, typographical
conventions vii
PeopleSoft application fundamentals v
PeopleSoft database, logging into 5
PeopleSoft Process Scheduler 3
defining paper size for printing with 13
running reports from 15
running reports using 2
tracing reports through 3
PeopleSoft Query
launching reports with 16
understanding repeated prompts and 18
prerequisites v
Print Date fields, adding 14
printed documentation vi
process requests, running reports using 15
Process Scheduler, See PeopleSoft Process
production reports, specifying path for 3
PSToWords function 6
PSToWordsLoc function 6

creating 10
creating page footers for 12
creating page headers for 12
creating report footers for 12
creating report headers for 12
creating titles for 12
formatting 12
previewing 12
printing 13
refreshing 16
repairing 22
running from Crystal Reports 15
running from PeopleSoft Process
Scheduler 15
running from Query Designer 14
running with runtime prompts 17
saving 12
specifying default location of 3
understanding details for 12
understanding limitations of running
alias reports 15
RPT files
converting 21
repairing 22
runtime prompts, setting 17

SQL Server, See Microsoft SQL Server
subreports, adding 12
suggestions, submitting ix
entering keywords for 11
logging into 2tier on 10

queries, exporting to Crystal 2
Query, See PeopleSoft Query
Query Designer, running reports with

templates, selecting 11
terms 25
titles, creating 12
ToWords function 6
typographical conventions


selecting 11
sorting 11
related documentation vi
report footers, creating 12
report headers, creating 12
report titles, modifying defaults of
adding subreports to 12
converting 21


Use trace during execution, selecting


visual cues





workstations, setting up



PeopleSoft Proprietary and Confidential